Oak Hill Capital Management 401(k) match, vesting and fees
What Oak Hill Capital Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Citrin Cooperman (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Oak Hill Capital Management: employer contribution per participant | $9,664 | |
| Peer median | $2,868 |
| Oak Hill Capital Management: average balance | $468,907 | |
| Peer median | $95,281 |
| Oak Hill Capital Management: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $35.9M at the end of plan year 2022 to $52M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 112 | $52M | $1.1M | $9,664 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 102 | $44.3M | $1.1M | $10,567 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 105 | $35.9M | $1.1M | $10,388 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Oak Hill Capital Management match 401(k) contributions?
The match terms for the Oak Hill Capital 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $9,664 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oak Hill Capital Management 401(k) match vested?
The vesting schedule for the Oak Hill Capital 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oak Hill Capital Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Oak Hill Capital Management, LLC.
I left Oak Hill Capital Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oak Hill Capital Management, LLC, (203) 328-1687) or the recordkeeper, Fidelity Investments Institutional. The Oak Hill Capital Management old 401(k) page lists the contacts from every plan filing. Find an old Oak Hill Capital Management 401(k)
Data from the public Form 5500 annual reports Oak Hill Capital Management filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oak Hill Capital Management. Not financial advice. Report a correction · Methodology